不抽小米,大買時捷
2018-06-24 17:50:15
股票
暗
| 亮
最近市場上都很多聲音小米估值過高,反而小米主要供應商之一時捷集團(1184)一直大平賣,根據小米招股書透露五大供應商包括一家「位於香港的記憶體及電子組件供應商」,正正是指時捷,時捷提供NAND閃存芯片及顯示面板等主要手機元件,小米2017年收入增長67.5%,2018年Q1更增長85.6%,上市集資後可謂增長更上一層樓,時捷食正小米上市後高速增長列車,而時捷現價仍未反映小米增長價值。
嚴主席增持一直給力,今年以來增持18次共560萬股,幾乎是隔日買貨,現時持股量已達47.93%,再增持多2.07%就可能觸發全購,顯然主席對公司已投下信心一票。股價於近月急跌至2.08後馬上有大量承接,惟仍然維持在業績發佈時水平,表現不佳,與中興制裁等消息不無關係,惟中興乃小米華為競爭對手,小米華為可享漁人之利,時捷作為其供應商理應業績更旺,時捷位於葵涌之總部大樓亦將於今年入伙,辦公室與倉庫合併更有利將來業務發展,與其討論小米如何的貴,何不換個思考方式買入其供應商,穩定賺取小米概念。
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